Morgan Stanley (MS) Asset Management (2009 - 2026)
Morgan Stanley (MS) posted quarterly Asset Management of $6.7 billion for Q1 2026, up 12.86% year-over-year from $6.0 billion in Q1 2025, and down 0.85% quarter-over-quarter from $6.8 billion in Q4 2025.
Morgan Stanley (MS) Asset Management (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Asset Management for 18 consecutive years, with $6.7 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Asset Management rose 12.86% year-over-year to $6.7 billion; the TTM figure through Mar 2026 stood at $25.9 billion (up 11.72% YoY), while the FY2025 annual figure was $25.1 billion, up 11.76% from the prior year.
- Asset Management slipped to $6.7 billion in Q1 2026 per MS's latest filing, from $6.8 billion in the prior quarter.
- Across five years, Asset Management topped out at $6.8 billion in Q4 2025 and bottomed at $4.7 billion in Q1 2023.
- Historically, Asset Management has averaged $5.5 billion across 5 years, with a median of $5.3 billion in 2024.
- Annual changes were most pronounced in 2022 — Asset Management fell 10.97% — and 2024, when it rose 20.19%.
- Morgan Stanley's Asset Management stood at $4.8 billion in 2022, then climbed by 4.96% to $5.0 billion in 2023, then climbed by 20.19% to $6.1 billion in 2024, then climbed by 12.03% to $6.8 billion in 2025, then declined by 0.85% to $6.7 billion in 2026.
- Business Quant data shows MS's Asset Management at $6.7 billion in Q1 2026, $6.8 billion in Q4 2025, and $6.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.91 Bn |
| Mar 31, 2026 | 6.73 Bn |
| Dec 31, 2025 | 6.79 Bn |
| Sep 30, 2025 | 6.44 Bn |
| Jun 30, 2025 | 5.95 Bn |
| Mar 31, 2025 | 5.96 Bn |
| Dec 31, 2024 | 6.06 Bn |
| Sep 30, 2024 | 5.75 Bn |
| Jun 30, 2024 | 5.42 Bn |
| Mar 31, 2024 | 5.27 Bn |
| Dec 31, 2023 | 5.04 Bn |
| Sep 30, 2023 | 5.03 Bn |
| Jun 30, 2023 | 4.82 Bn |
| Mar 31, 2023 | 4.73 Bn |
| Dec 31, 2022 | 4.80 Bn |
| Sep 30, 2022 | 4.74 Bn |
| Jun 30, 2022 | 4.91 Bn |
| Mar 31, 2022 | 5.12 Bn |
| Dec 31, 2021 | 5.40 Bn |
| Sep 30, 2021 | 5.20 Bn |